Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Winston? Claim Your ProfileWinston Alexander Mclaughlin is a registered investment advisor representative with Eagle Strategies LLC. Winston has been working in the financial services industry since 2000. Winston has been registered with Eagle Strategies LLC since August 13, 2011, where he is licensed in Kansas. Winston has also worked for NYLIFE Securities LLC, Hartford Investment Financial Services, LLC, Morgan Stanley & Co., Incorporated, Morgan Stanley Distribution, Inc., Morgan Stanley Distributors Inc., Van Kampen Funds Inc., Morgan Stanley DW Inc., Mellon Securities LLC, and FIS Securities, Inc.. Winston holds a Series 7, Series 24, Series 63 and Series 66 license and is a registered representative of FINRA. Winston provides financial planning, pension consulting, educational seminars, and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
08/13/2011 - Present
Eagle Strategies LLC (NEW YORK NY)
NY
06/11/2018 - 07/21/2022
NYLIFE SECURITIES LLC (NEW YORK NY)
PA
09/07/2009 - 07/08/2011
HARTFORD INVESTMENT FINANCIAL SERVICES, LLC (WAYNE PA)
NY
07/28/2005 - 11/13/2007
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NJ
10/07/2004 - 11/13/2007
MORGAN STANLEY DISTRIBUTION, INC. (JERSEY CITY NJ)
NJ
10/07/2004 - 11/13/2007
MORGAN STANLEY DISTRIBUTORS INC. (JERSEY CITY NJ)
NJ
10/07/2004 - 11/13/2007
VAN KAMPEN FUNDS INC. (JERSEY CITY NJ)
NY
10/07/2004 - 04/02/2007
MORGAN STANLEY DW INC. (NEW YORK NY)
NJ
10/05/1999 - 09/16/2004
MELLON SECURITIES LLC (JERSEY CITY NJ)
MA
12/15/1997 - 04/05/1999
FIS SECURITIES, INC. (BOSTON MA)
BOTH
Issued 7/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/4/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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